Create notarized estimate PDF and attach to record
Create notarized estimate PDF and attach to record
Your notarial estimate records lack a printable PDF, delaying client sign-off and invoicing. Create a templated PDF, attach it to the record, and notify coordinators for same-day delivery.
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Overview
If your estimates arrive without a printable PDF, coordinators spend time assembling files and clients wait for approvals. This flow produces a templated PDF from the record, attaches it back to the database, and pushes a notification so coordinators can deliver estimates the same day.